Most forms in the system have a Grid tab. It is used for viewing, entering, or editing records in a spreadsheet format. You can group specific records together on the Grid tab.

For example, if you wanted to separate the active vendors from the inactive vendors, you could do so by specifying to group by the Active flag. Then, you could further separate them by grouping temporary and permanent vendors together. This creates a ‘hierarchy’ of records in the grid (as shown in the example below), making it easier to locate the records you want without having to scroll through the entire grid.

You can review or edit records after they have been grouped. Records cannot be added to the grid while grouped. However, you can move to the Info tab,enter a new record, and the new record will be saved in the appropriate group when you return to the Grid tab.

1. Click the Grid button in the toolbar and select the Grouping Bar option from the drop-down menu. The grouping bar displays as a gray area above the grid.
2. Drag the first column to group by (the Active column in the above example) into the gray area. Records will immediately be grouped together based on the values entered in that column (first two rows in example). In this case, the values will be either Y (true) or N (false), so they are grouped by those two values.
3. If want to group by another column, drag that column into the gray area. In this example, the second column is the Temporary flag. The records within each of the two existing groups (Active:False and Active:True) will then be grouped based on the Yes/No values in the Temporary column (third and fourth rows in example).